Simon Scherbaum
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Simon Scherbaum Email & Phone Number

Teamlead Private Banking - DACH at Sygnum Bank
Location: Zürich Metropolitan Area, Switzerland, Switzerland 11 work roles 2 schools
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Current company
Sygnum Bank
Role
Teamlead Private Banking - DACH
Location
Zürich Metropolitan Area, Switzerland, Switzerland
Company size
283 employees

Who is Simon Scherbaum? Overview

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Quick answer

Simon Scherbaum is listed as Teamlead Private Banking - DACH at Sygnum Bank, a company with 283 employees, based in Zürich Metropolitan Area, Switzerland, Switzerland. AeroLeads shows a matched LinkedIn profile for Simon Scherbaum.

Simon Scherbaum previously worked as Relationship Manager at Sygnum Bank and Co-Founder at Veiana. Simon Scherbaum holds Diploma In Industrial Engineering (Equivalent To Completed B.Sc And M.Sc.), Majors In Automotive Engineering And Finance from Technische Universität Dresden.

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Email format at Sygnum Bank

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Sygnum Bank

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Profile bio

About Simon Scherbaum

Simon Scherbaum is a Teamlead Private Banking - DACH at Sygnum Bank. He is proficient in Spanisch and Englisch.

Current workplace

Simon Scherbaum's current company

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Sygnum Bank
Sygnum Bank
Teamlead Private Banking - DACH
Zürich, ZH, CH
Website
sygnum.com
Employees
283
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11 roles

Simon Scherbaum work experience

A career timeline built from the work history available for this profile.

Teamlead Private Banking - Dach

Sygnum Bank

Zürich, ZH, CH

Relationship Manager

Current
Sygnum Bank

Zürich, Schweiz

> Relationship manager covering Private Clients and Family Offices in the DACH region

Apr 2023 - Present

Co-Founder

Current
Veiana

Zürich Und Umgebung

> Fully dedicated to bringing stylish, timeless pieces of marble furniture to your home> Created through the passion for natural materials and exceptional pieces

Feb 2022 - Present

Salesperson ¦ Portfolio Analysis & Advisory

Ubs

> Multi-asset class portfolio analysis and bespoke investment proposals> Created tactical investment ideas and solutions> Transformed UBS house view by adding concrete tradable instruments> Deputized head Portfolio Analysis & Advisory desk

Jul 2020 - Jun 2022

Salesmanager ¦ Advisory & Sales Managment

Ubs

Zürich Und Umgebung, Schweiz

> Connected client advisors, product and research specialists within Ultra High Net Worth as key sales partner> Acted as sales representative within Ultra High Net Worth Middle East & Africa > Orchestrated and prepared weekly sales meetings as well as individual product deep dives > Sourced and tracked key performance figures for various sales initiatives

Jan 2019 - Jul 2020

Financial Analyst ¦ Graduate Trainee

Ubs

Zürich Und Umgebung, Schweiz

Wealth Management Finance:> Prepared monthly financial reporting for all Wealth Management units> Implemented a new core cycle process for GFO client advisor> Supported the Global White Money initiative from a finance perspectiveChief Investment Office:> Consulted on new Sustainable Investing (SI) Advisory Mandate > Translated external SI database into UBS.

Sep 2017 - Dec 2018

Intern Automotive Equity Research (Ib)

Commerzbank Ag

Frankfurt Am Main Und Umgebung, Deutschland

> Equity Capital Markets - sell-side automotive research> Developed and maintained financial models> Conducted investor roadshows and "meet the manager" calls> Supported teams of other sectors with specific research requests

Oct 2016 - Jan 2017

Working Student Finance & Controlling

Solid-Servision.Com Gmbh (Now Part Of Accenture)

Dresden Und Umgebung, Deutschland

> Collaborated on all finance & controlling relevant topics in a small enterprise > Reported weekly status of cash management and trade receivables > Controlled the order budget for all client projects> Supported the capacity and staffing planning

Jun 2015 - Jun 2016

Lecturer For Faculty Of Finance

Technische Universität Dresden

Dresden, Sachsen, Deutschland

> Hosted lectures and tutorials for fellow students about financial markets

Jul 2015 - Feb 2016

Intern Purchasing & Supplier Network Asia

Bmw China

Beijing City, China

> Remodelled supplier database for strategic planning and supplier selection in Asia> Contributed to target management process with relevant information and balanced scorecards> Hosted content nomination and industrialization meetings BMW headquarter / Brilliance / China Services

Oct 2014 - Mar 2015

Apprentice Banking

Wiesbadener Volksbank Eg

Wiesbaden Und Umgebung, Deutschland

> Completed dual education in banking - 50% on the job / 50% college> Developed expertise in all private banking relevant topics> Gained strong interest and experience with client facing services

Aug 2009 - Jun 2011
Team & coworkers

Colleagues at Sygnum Bank

Other employees you can reach at sygnum.com. View company contacts for 283 employees →

GE Gianluca Ermacora Gianluca Ermacora Colleague at Sygnum Bank Zurich, Zurich, Switzerland, Switzerland View → MH Markus Hämmerli Markus Hämmerli Colleague at Sygnum Bank Bern, Berne, Switzerland, Switzerland View → DM Daniel Michaud-Payet Daniel Michaud-Payet Colleague at Sygnum Bank Zurich, Zurich, Switzerland, Switzerland View → FP Federico Pepe Federico Pepe Colleague at Sygnum Bank Zurich, Zurich, Switzerland, Switzerland View → CE Chiara Eleonora Furlan Chiara Eleonora Furlan Colleague at Sygnum Bank Basel, Basel, Switzerland, Switzerland View → MS Monika Schuler Monika Schuler Colleague at Sygnum Bank Zurich, Switzerland, Switzerland View → KA Karin Andersson Hagelin Karin Andersson Hagelin Colleague at Sygnum Bank Switzerland, Switzerland View → SB Serge Brunner Serge Brunner Colleague at Sygnum Bank Zurich, Zurich, Switzerland, Switzerland View → JC Joanna Czapnik Joanna Czapnik Colleague at Sygnum Bank Zurich, Zurich, Switzerland, Switzerland View → JK Jessica Kreysar Jessica Kreysar Colleague at Sygnum Bank Zurich, Switzerland, Switzerland View →
2 education records

Simon Scherbaum education

FAQ

Frequently asked questions about Simon Scherbaum

Quick answers generated from the profile data available on this page.

What company does Simon Scherbaum work for?

Simon Scherbaum works for Sygnum Bank.

What is Simon Scherbaum's role at Sygnum Bank?

Simon Scherbaum is listed as Teamlead Private Banking - DACH at Sygnum Bank.

Where is Simon Scherbaum based?

Simon Scherbaum is based in Zürich Metropolitan Area, Switzerland, Switzerland while working with Sygnum Bank.

What companies has Simon Scherbaum worked for?

Simon Scherbaum has worked for Sygnum Bank, Veiana, Ubs, Commerzbank Ag, and Solid-Servision.Com Gmbh (Now Part Of Accenture).

Who are Simon Scherbaum's colleagues at Sygnum Bank?

Simon Scherbaum's colleagues at Sygnum Bank include Gianluca Ermacora, Markus Hämmerli, Daniel Michaud-Payet, Federico Pepe, and Chiara Eleonora Furlan.

How can I contact Simon Scherbaum?

You can use AeroLeads to view verified contact signals for Simon Scherbaum at Sygnum Bank, including work email, phone, and LinkedIn data when available.

What schools did Simon Scherbaum attend?

Simon Scherbaum holds Diploma In Industrial Engineering (Equivalent To Completed B.Sc And M.Sc.), Majors In Automotive Engineering And Finance from Technische Universität Dresden.

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